Stock Market - American Airlines extends cancellations from grounded Boeing 737 Max to Sept. 3 |
- American Airlines extends cancellations from grounded Boeing 737 Max to Sept. 3
- Report: Aurora Cannabis $ACB Renews Interest In Large Beverage Company & Stem Holdings Releases Video of New Cannabis Growing Fields.
- Thoughts on ALOT?
- What is a good CEF of rental REITs?
- ROOKIE HERE
- Expected Fed Rates Decision, Big Changes to the Dividend Portfolio
- Into into the stock market
- Can one person singlehandedly cause inflation?
- Deep Value - Qudian QD:NYSE
| American Airlines extends cancellations from grounded Boeing 737 Max to Sept. 3 Posted: 09 Jun 2019 09:48 AM PDT https://www.cnbc.com/2019/06/09/american-airlines-extends-boeing-737-max-to-september.html American Airlines has taken the Boeing 737 Max out of its schedule through Sept. 3, later than the previously planned Aug. 19. The planes were grounded worldwide in mid-March following two fatal crashes. Boeing has finished a software patch for the planes but aviation officials haven't signed off on it yet. [link] [comments]  |
| Posted: 09 Jun 2019 01:24 PM PDT
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| Posted: 09 Jun 2019 06:17 AM PDT I haven't seen any discussion on here about AstroNova, and am wondering about the general consensus about the company. [link] [comments]  |
| What is a good CEF of rental REITs? Posted: 09 Jun 2019 05:30 PM PDT I am looking for a well managed CEF that invests in rental REITs. Any suggestions? [link] [comments]  |
| Posted: 09 Jun 2019 05:41 PM PDT I made a move and I hope It was a smart move. I invested in Disney bought a share at $114, 5 shares at $128, and 1 share at $141. It is now at $138. I decided to sell all my shares at $138 and I'm thinking about reinvesting in it with that same money. This is basically taking my profit and reinvesting correct? And should I do this more often? What would you have done? Edit: I just learned about Capital Gain thanks to you all. I never knew it was a thing, well I'm learning as I go. [link] [comments]  |
| Expected Fed Rates Decision, Big Changes to the Dividend Portfolio Posted: 09 Jun 2019 10:30 AM PDT How are you guys feeling about the latest bullishness in the market, despite dismal jobs numbers? Video [link] [comments]  |
| Posted: 09 Jun 2019 10:30 AM PDT I have been watching plenty of youtube videos about trading and it seems quite interesting. My question is where do I begin? I'm in college but have roughly a couple of grand to get started. Where do I gain the knowledge to have success? Should I buy an online course? If so, which one? [link] [comments]  |
| Can one person singlehandedly cause inflation? Posted: 08 Jun 2019 08:19 PM PDT Let's say a billionaire (let's say 100 billion) decides to put all his money in the S&P 500 ETF for instance for 100 years, the money would compound into so much money... if that person's grandchildren tried to take the money out and use it... would that singlehandedly cause inflation because there is now a surplus of so much money? [link] [comments]  |
| Posted: 08 Jun 2019 10:16 PM PDT Given the most recent volatility in the Chinese markets, I decided to not squander a wonderful crash and went bargain hunting, and will continue to do so for some time. Recently, I initiated a long position on QD:NYSE (Qudian). In the past year, QD have repurchased >25% of their entire market cap in shares. They're also growing at around a 20 - 25% clip, but have been priced for failure - despite all evidence to the contrary, sentiment is unbelievably bearish. Should the stock price drop (which it most likely will given the negative China sentiment), I have 2 more bullets ready to fire. After listing at $30 in 2017, Qudian's value declined by more than 50% in one year, but this does not match their revenue or earnings trajectory. In 2014, they only had revenues of RMB 24,133; in 2018, their revenues grew to 7,692,343. During this time, they've maintained an EBIT margin > 60% and have also gone from (169%) Net Margin to ~32% net margin. For 2019, they've forecasted Net profit of >RMB 3,500,000. The two main reasons for selling off are: 1) Fear of regulatory crackdowns by the Chinese government of the micro-lending sector 2) Loss of Alipay/Ant Financial relationship The irony in all of this is that Qudian froze their own direct lending licenses back in 2017, and have been providing off-balance sheet lending via referral to licensed institutional partners for some time. Furthermore, the number of micro-lenders in China decreased from >10,000 to around 1000 today - in other words, the crackdown helps not hurts Qudian, and this is evident with their registered user base growing to >71mm with approved borrowers at almost 26mm. Moreover, the majority of their institutional funding relationships are with major institutions and banks. They don't provide evergreen loans, and any defaults are reported directly to the PBOC, giving an incentive for borrowers not to default. The loss of the Alipay relationship didn't phase Qudian much either, as whilst it drove a large majority of their traffic, it only contributed ~3% of their total revenues. What's also interesting was that after the loss of their Alipay relationship, the S & M expenses decreased to 5% of total revenues vs. ~35% of total revenues, yet their Q1 numbers exceeded analyst expectations by >40% (with their loan book growing 91%). Risks: Qudian is in a young industry where regulatory reforms are frequent. Furthermore, whilst they've maintained delinquency rates at ~3 - 5%, it's important to note that they guarantee in part or in full, any defaults incurred by their institutional lending partners (despite >50% of their transactions being off balance sheet). As of today, the PBOC has capped interest rates at 36% max. There don't appear to be any intention to lower this further, but if there are further cuts, this could hurt QD's profits. Conclusion: Qudian trades at a PE of ~4 today, and a forward PE of ~3. The combination of wrongly assumed regulatory fears and trade war/Chinese recession has beaten the stock down to its current lows. Having said this, if you have a stomach for volatility, I believe this provides an interesting opportunity for ~80 - 110% upside. Disclosure: I'm long QD. Everything here is all IMO and you should always DYOR. [link] [comments]  |
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